Matt DeLorenzo

Chief Executive Officer at

United Asset Strategies, Inc.

41 year

87 connections

Consumer Services

Commercial Services

Finance

Profile

Mr. Matthew R.
DeLorenzo is a Chief Executive Officer & Chief Investment Officer at United Asset Strategies, Inc. He joined the firm in January 2008, where he focuses his efforts on identifying opportunities in the bond market.
By leveraging trading relationships and utilizing his expertise on various electronic trading platforms, he obtains quality execution on trades for the firm’s clients.
Mr. DeLorenzo is also responsible for portfolio management, equity research, and security selection.
He started his financial services career on an equity trading desk at a global financial services firm.
Mr. DeLorenzo earned his BA in Political Science from Columbia University in 2007.

Matt DeLorenzo active positions

Companies	Position	Start
United Asset Strategies, Inc. United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile.	Chief Executive Officer	28/02/2025

All active positions of Matt DeLorenzo

Former positions of Matt DeLorenzo

Companies	Position	End
Dewey & LeBoeuf LLP Dewey & LeBoeuf LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services	Corporate Officer/Principal	30/12/2007

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Linked companies

Private companies	3
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Dewey & LeBoeuf LLP Dewey & LeBoeuf LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services	Commercial Services
United Asset Strategies, Inc. United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile.	Finance